Winfield Associates’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $254K | Sell |
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|
2018
Q3 | $332K | Sell |
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|
2018
Q2 | $365K | Hold |
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|
2018
Q1 | $330K | Buy |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $296K | Buy |
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|
2017
Q2 | $282K | Sell |
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|
2017
Q1 | $313K | Hold |
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|
2016
Q4 | $307K | Buy |
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|
2016
Q3 | $299K | Buy |
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|
2016
Q2 | $261K | Buy |
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|
2016
Q1 | $125K | Hold |
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|
2015
Q4 | $133K | Sell |
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|
2015
Q3 | $421K | Sell |
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|
2015
Q2 | $1.61M | Buy |
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|
2015
Q1 | $1.71M | Sell |
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|
2014
Q4 | $1.84M | Sell |
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|
2014
Q3 | $2.36M | Buy |
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|
2014
Q2 | $2.21M | Buy |
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|
2014
Q1 | $1.76M | Buy |
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|
2013
Q4 | $1.74M | Buy |
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